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Disclosery

CWM, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWM, LLC on CB, newest first. How the timeline and the estimate are built.

CWM, LLC held 110,012 CB shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 110,012 shares
    Change vs previous 13F +6,336 shares

    0.09% of the 13F portfolio, value $35,856,160.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 103,676 shares
    Change vs previous 13F +38,793 shares

    0.09% of the 13F portfolio, value $32,359,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 64,883 shares
    Change vs previous 13F +35,133 shares

    0.06% of the 13F portfolio, value $18,313,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 29,750 shares
    Change vs previous 13F +7,318 shares

    0.03% of the 13F portfolio, value $8,619,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 22,432 shares
    Change vs previous 13F +4,053 shares

    0.03% of the 13F portfolio, value $6,774,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 18,379 shares
    Change vs previous 13F +3,004 shares

    0.02% of the 13F portfolio, value $5,078,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 15,375 shares
    Change vs previous 13F +1,950 shares

    0.02% of the 13F portfolio, value $4,434,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 13,425 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,425,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).